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Evernest Financial Advisors’s Transmedics TMDX Stock Holding History

Evernest Financial Advisors’s Portfolio TMDX Stock Details TMDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,650
Closed -$259K – 176
2024
Q3 		$259K Buy
+1,650
New +$254K 0.07% 141

Other funds holding TMDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evernest Financial Advisors's TMDX Position: Q4 2024 in Review

Evernest Financial Advisors sold out of Transmedics (TMDX) in Q4 2024, closing a stake of 1,650 shares — an estimated $259K sold.

Evernest Financial Advisors first reported a position in TMDX in Q3 2024 and held it in 1 quarter. The position peaked at $259K in Q3 2024. 315 funds tracked by Wall St. Rank hold TMDX as of Q4 2024.

  • Evernest Financial Advisors reported no remaining Transmedics position as of Q4 2024 after selling out during the quarter.
  • Evernest Financial Advisors sold 1,650 Transmedics shares in Q4 2024, an estimated $259K.
  • Evernest Financial Advisors first reported a position in Transmedics in Q3 2024 and held it in 1 quarter.
  • Evernest Financial Advisors's Transmedics position peaked at $259K in Q3 2024.
  • 315 funds tracked by Wall St. Rank held Transmedics as of Q4 2024.

Based on Evernest Financial Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.